Take heart, we only need to wait approximately 60-days until we see a major price decline in diesel and gasoline prices in the USA.  Once the midterm election is over, prices will begin their retreat with the finished collapse mid-January.

The non-pretending reality exists within a generally non-western perspective that current “market prices” are not driven by oil supplies, refining capacity or the other various justifications used by the speculators, traders and various regional spot-market control systems.  The prices are being controlled in order to influence political outcomes.

Once those political influence operations are concluded, the stakeholders in the market price approach will moderate their justifications accordingly, and prices will plummet.  Sound nuts?  Well, let me explain who agrees.

On my side of the argument is Russian Federation President Vladimir Putin, who does happen to operate the world’s largest gasoline station – at least, according to the professional republicans. Others on my side include Chinese Chairman Xi Jinping, Saudi Crown Prince Mohammed Bin Salmon, Qatari Sheikh Tamim bin Hamad Al Thani, Turkish President Recep Erdogan and Venezuelan interim President Delcy Eloína Rodríguez Gómez.

Others who accept the reality of this position, albeit with various political limits to their ability to speak openly about such matters, include President Donald J Trump, Treasury Secretary Scott Bessent and Secretary of State Marco Rubio. Unfortunately for this aligned group they are stuck inside the largest western political system who controls global finance and world economic outcomes.

What all of these aforementioned names understand is that “market prices” are entirely detached from the archaic terminology behind supply and demand; a quaint concept that stopped applying years ago – but pretenses must be maintained or else the masses may find their pitchforks, see: DSA pitchfork suppliers.

A second subset of allies who unintentionally support this perspective, includes those who use the terms “sold at a discount” where “sold at a discount” in reality means sold outside the western market pricing approach.

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There is a general rule that applies to geopolitical contexts surrounding 96 hours or four days.  The timing is the difference between an event happening Day one, the analysis of the event by nation states communicated to leadership, and the policy shift outcome in Day four.  The rule of 96 is consistent and it is worth understanding.

Four days ago, the EU oil disruption from Saudi Arabia’s East/West pipeline event was noticed. In the four days between event day and policy day (#4) the EU have been beating the drumbeat for war against Russia.  However, you will notice the shift in tone and policy now that we have reached day four.  Analysis has reached policy makers. You might say reality sets in.

Europe now recognizes a vulnerability that was not in their policy briefs 96 hours earlier.  Things change {SOURCE}, and the quiet stuff starts to become visible. Russia has been sending France oil/gas energy products, quietly. Macron needed the internal stabilization because he’s been up against a wall.  On top of all his other issues, Macron could not afford an energy crisis.

Simultaneously, despite what we have been told by Western media, the 5,000 strike drones into the Moscow region should again be taken in context.  Russia is an analog system in a digital world. Russia is exceptionally resilient and can repair and recover much faster than western analysts ever fathom.  Again, apply the ‘rule of 96.’

Russia is now overproducing diesel fuel. Wait, what(?) you might ask.  It’s true.  Russian strategic diesel fuel reserves are now full and overproducing 15% beyond storage capacity. {SOURCE} So, where is the excess capacity going?  To the “stans” in Central Asia, from there it ships to forward destinations. Turkey is a dependent beneficiary. Do you remember the strategic agreement between the USA and Kazakhstan? {Source}

Russia increased diesel supplies to Mongolia by 73.4% in August from July to 215,000 metric tons, while shipments to Kyrgyzstan surged 16.4 times to 72,000 tons and deliveries to Tajikistan rose 3.5 times to 56,000 tons. Russia also exported 28,000 tons of diesel to Kazakhstan after making no deliveries there in July. {source}

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Treasury Secretary Scott Bessent joins CNBC ‘Squawk Box’ this morning to discuss his 12-hour meeting with Chinese Vice Premier He Lifeng.  Within the interview Bessent details the ‘U.S.-China AI Dialogue’, the calls for a slowdown in AI development and whether regulation is needed.

Secretary Bessent notes President Trump is not going to deliver liability immunity to AI frontier labs and existing legal frameworks within the U.S. will remain as protective pathways as development moves from AI labs into engineering outcomes.

This is the core of the issue. The investors that poured money into the AI labs, now support immunity from legal liability that doesn’t exist in any other sector other than Big Pharma. AI wants the same protection as Big Pharma, and President Trump is not going to allow the shift in responsibility from AI developers to government. WATCH:

Also below is the full debriefing from Secretary Bessent and USTR Jamieson Greer that followed the Sunday meeting between the U.S. and Chinese counterparts.

As CTH has noted, the pace of these critical economic developments is going to speed up over the next several days and weeks.  It becomes increasingly important to stay tuned-in to the granular issues as they unfold in order to fully appreciate the landscape that surrounds us.   It can be challenging to absorb information as the pace increases, yet it is critical to remain aware so that each building block in the nationalist policy making remains in context.

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I suspect we will see similar realignment continues as the globalists like Canada and the EU try to oppose President Trump and U.S. best interests.

Belarus stands in ideological opposition to the globalists in Europe and President Alexander Lukashenko is an ally of Russian Federation President Vladimir Putin.  This announcement is a smack back against the leverage Canada claims to carry.  Again, creating more distance between the USA and the Snow Mexicans.

[SOURCE]

Watch the interview with U.S. Trade Representative Jamieson Greer to understand exactly where this is going.  The United States is systematically decoupling from Canada.  When we cut the economic lifeline represented by the USMCA, Canada will be adrift.

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Perhaps due to timing, or maybe content combined with the pragmatic answers dropping all pretense; or maybe, it’s just the two interviewers representing the globalist opposition and Greer facing them both down with easy dispatch. I’m not sure why, but this is one of the best discussions/interviews with USTR Jamieson Greer ever.

Soup to nuts Greer explains the policy, issues, friction points and pragmatic approaches that apply to economic adversaries like China.  Greer just cuts to the chase, you cannot truly negotiate with China because nothing about them is going to change, ever.  So, you manage your relationship with them, limit your exposure and limit as much risk as possible. Greer is exactly correct and makes no excuses. Pure economic pragmatism.

The same outlook applies to Canada.  Again, Greer isn’t playing the pretending game, and the panelist inquisitors are left jaw-agape while trying to frame a headline capture.  Listen to the conflict issues as outlined by Greer.  Canada is “doubling down on globalism”, the USA is not. That means we can never reach agreement, period – full stop, end of it!

Greer comes back to this point several times, including at the end when he outlines all the reasons why President Trump will terminate the USMCA trade pact.   This is a must watch interview:    

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This interview is like kryptonite to Canadians who are so caught up in their pontificating arrogance (Bloomberg) that they just cannot fathom the weakness of their position.  Canadian’s have bought the lies and nonsense from Carney, and it is very challenging to remain respectful of the Canadian position.

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There has to be a purpose to this messaging, though I’m not exactly sure what it is.

President Trump again draws attention to the Ukraine-Russia war creating havoc on the global diesel market.  Trump notes that Russia has lost control of its diesel industry:

[source]

The strange thing about this message is that Russia has taken measures exactly the opposite of this framework.

Back in July, when NATO began increased targeting of Russian refinery infrastructure, Russian President Vladimir Putin proactively signed a government order banning the export of Russian diesel fuel.  There have been no exports of Russian diesel since, with exceptions to the shipping industry and some humanitarian farm shipments.

Russia is the world’s second largest producer of diesel fuel and as soon as Putin made this announcement global prices of diesel began to rise. Russia then extended the bans, and the current export ban will run from Aug. 1 until Jan. 31, 2027.

Within the export controls there’s no doubt Russia is sending some diesel fuel to allied nations who are not part of the NATO attack alliance.  In essence, Putin is controlling who gets the Russian output and the “ban” on exports simply puts the Russian government in control of it.  This is what they call “intergovernmental agreements” which are not part of the ban itself.

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Another regional German election and another massive defeat for Chancellor Friedrich Merz.

Merz’s CDU party is below the 5% threshold in Mecklenburg-Vorpommern, meaning they are totally wiped out from the region.  Merz has described the Sunday result as a “disaster”, with the AfD party again emerging victorious.

The Alternative for Germany (AfD) leads in Mecklenburg-Vorpommern at 38%, marking consecutive historic gains, while co-leader Alice Weidel calls it the new people’s party.

(VIA MSM) – German Chancellor Friedrich Merz’s Christian Democratic Union (CDU) party is facing a dire set of results in state elections, exit polls show, and is set to be squeezed both by the surging far-right Alternative for Germany (AfD) and parties on the left.

The AfD is projected to win the north-eastern state of Mecklenburg-Vorpommern at 38%, the exit poll from Germany’s public broadcaster shows, just two weeks after the party had its best result yet in Saxony-Anhalt.

Merz’s CDU is currently below the 5% threshold to gain representation in parliament, piling pressure on his beleaguered leadership.

Merz described the results in Mecklenburg-Vorpommern as a “disaster” in a speech after the exit polls were released.

“We cannot sugar coat the result in Mecklenburg-Vorpommern,” Merz said. “It is a disaster. The CDU fought hard, but in the end it was the CDU that got crushed in the polarization between the [Social Democratic Party] and the AfD.”

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Days after President Trump asks Ukraine President Volodymyr Zelenskyy to halt attacks on Russian oil refineries, Zelenskyy takes the attacks up a notch and brags about all of the different NATO country missile systems being used to attack Russian oil refineries.

Ukrainian President Volodymyr Zelenskyy wrote on X, “One of Russia’s key oil industry facilities and the aggressor’s logistics facility were hit. These are billions of dollars that sustain the war machine. The systems used included FP-1, RZ-100, MICH-2000, Palianytsia, Vendetta, Liutyi, Bars, Flamingo, Sichen, and Pelican.”

Everyone can see this game for what it is.

Everyone can see it.

After weeks of various European/NATO countries hyping pending attacks from Russia, Zelenskyy now begins to name the missile systems being provided by those countries to target Russia.  Zelenskyy and the EU-NATO group are intentionally trying to draw a Russian military response against the support the European countries are providing to Ukraine.

Zelenskyy is naming the missile systems as part of that antagonistic effort, and his NATO allies do it on the last day of the Russian elections.  Specifically timed and coordinated for maximum propaganda use.

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We can expect the pace of things to become increasingly fast in the next few weeks.

To our north, a small percentage of Canadians are just beginning to realize what the term “Associate Member” really means when it comes to a Canada joining with the European Union on strategic objectives.

Prime Minister Mark Carney has been selling a sovereignty argument to his constituents within his political package of antagonisms toward the U.S. trade team and President Trump. However, Europe has far greater restrictions and regulations on trade autonomy than the USA.  If Canada is to be partnered to the EU, then suddenly Canada has to adhere to a higher level of trade restrictions.  The EU makes the rules.

With Europe dictating trade standards, rules of production, manufacturing, access etc. Canada is no longer in alignment with the USMCA.  This plays right into the hands of President Trump and U.S. Trade Representative Jamieson Greer, who would prefer two distinctly different bilateral trade agreements; one with Mexico and one with Canada.

The question then becomes, when do Trump and Greer announce the termination of the USMCA.  The most reasonable answer is after the U.S. and Mexico finalize a bilateral trade agreement.  With the U.S. and Mexico agreement confirmed, the Canadian leverage evaporates.

Carney had previously tried to pressure Mexican President Claudia Sheinbaum not to reach bilateral terms.  However, again return to what Carney just did with Europe.  Telling Mexico to sit on their hands while organizing a separate side deal with Europe is more than a little hypocritical; in fact, it is really, really insulting.

This opens the door for Trump and Greer to exploit Carney’s self-centered political duplicity, and when you understand that dynamic you have context for why there’s suddenly a warmer embrace of such an agreement by Sheinbaum.  Any hope that Carney had to rely on Mexican favor toward them, was just eliminated by the gleeful backslapping in Strasbourg France witnessed by everyone.

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Promethean Action’s Barbara Boyd recaps some of last week’s geopolitical events and activities of both President Trump and Secretary of State Marco Rubio.  Good video for those catching up.

President Trump reacts to Mark Carney’s push to align Canada with the EU, calling it “laughable” and warning that if it’s hostile the U.S. could impose heavy tariffs or even halt trade with Europe. The episode argues the administration is securing the southern border through Marco Rubio’s Latin America trip and “Operation Shield of the Americas,” linking Peru’s participation and Keiko Fujimori’s election to an intensified campaign against cartels, drug production and trafficking, and Chinese influence.

Boyd’s recap frames Carney as a longtime opponent of U.S. interests, citing his Bank of England role, “green” credit agenda, and support for Ukraine, and claims Canada-EU plans target Arctic control and the U.S. northern defense line. It ends with Trump announcing a permanent U.S. presence in Greenland and warning Canada to curb fentanyl labs and criminal networks. WATCH:

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